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I will automate CRM lead assignment and internal follow up reminders
B2B Sales Operations and CRM Specialist
I help UK B2B businesses find gaps in their CRM, sales pipeline and lead follow-up. My background spans sales leadership, customer onboarding and hands-on CRM development. I have built lead-management...
About this Gig
Leads should have an owner, and follow-ups should have a clear next step.
I will configure scoped internal workflows in your existing CRM to help your sales team manage lead assignment, overdue tasks and missing next actions.
Message me before ordering with your CRM, subscription tier and desired rules so I can confirm feasibility. HubSpot and custom CRM work is subject to the features and access available in your system.
Basic: one simple internal workflow.
Standard: two related workflows plus an exception view.
Premium: three related workflows, an exception view and one supported native connection.
You receive an agreed workflow map, configuration, test results and handover notes. I test routing, duplicate prevention, closed-record exclusions and failure handling where supported. Activation follows your approval of the test results.
Software fees, CRM rebuilds, data migration, custom API development and customer-facing email, SMS or WhatsApp campaigns are excluded. No revenue uplift is guaranteed.
My portfolio demonstration uses fictional records and simulated notifications; it is not client work or proof of live message delivery.
Tools & platforms:
HubSpot
•
Other
Business stage:
Small business
Engagement model:
Project-based
Industry:
Services
•
Technology
Other Sales Services I Offer
FAQ
Which CRM systems can you work with?
My experience includes HubSpot and custom CRMs. Please send your platform, plan and workflow requirements before ordering. I will confirm whether the necessary features and access are available. This Gig does not promise support for every CRM or connector.
Do I need a paid CRM plan?
Some workflow or integration features may require a paid tier. I will check this during scoping. You supply the required accounts and licences; software costs are not included and I will not purchase upgrades for you.
Will this send messages to my leads?
No. The packages cover internal tasks, owner assignment and team notifications. Customer-facing email, SMS, WhatsApp and outbound campaigns are excluded.
How will you access my system?
Use an invited user or temporary role with only the permissions needed for the agreed work. Do not send your password or API secrets in chat. Share an anonymised process example before access is arranged.
What testing and handover are included?
I test the relevant positive, negative and exception cases, record the results and provide operating and disable/rollback notes. Buyer approval is required before activation. Passing tests does not guarantee third-party uptime or future message delivery.
Is a full CRM audit included?
No. A brief feasibility and scope check is included. If your stages, ownership or sales process are unclear, my separate CRM audit can define the changes before implementation.
What does the portfolio demo prove?
It demonstrates rule logic using fictional deals: routing, exclusions, duplicate prevention and simulated failure recovery. It is not a connected client CRM and does not show actual provider delivery or unattended scheduling.
What happens after delivery?
You receive the agreed handover and 7 calendar days to report configuration defects within scope. Ongoing monitoring, maintenance, new workflows and vendor changes require a separate agreement.
What are the workflow limits?
Basic/Standard/Premium: 1/2/3 workflows; up to 2/4/6 conditions and 3/6/9 actions total, using 3/6/10 existing fields. One CRM; 1/1/2 pipelines. Premium adds one native one-way app connection. No custom APIs or new CRM architecture.
How many revisions are included?
Basic and Standard include 1 revision; Premium includes 2. Revisions adjust agreed rules, not add workflows, platforms or integrations. Confirm all scope and essential guardrails before ordering.
